$JEF is held by 13 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 4.41%, with an average of 0.45% of portfolio. Largest holder: Merrion Investment Management Co, LLC at 4.41%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
JEFFERIES FINANCIAL GROUP IN
13F holders
555
Net 13F flow · Q
—
Insider buys · 90d
1code P
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 555 · Source: 13F-HR01
Al Warda Investments RSC Ltd
—
—
02
Temasek Holdings (Private) Ltd
—
—
03
Axa S.a.
—
—
04
State Street
—
—
05
BC Partners PE LP
—
—
06
Staley Capital Advisers Inc.
—
—
07
Evergreen Capital Management LLC
—
—
08
Commerce Bank
—
—
09
Leuthold Group, LLC
—
—
10
Goodnow Investment Group, LLC
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
13 holders · Q1 202601
Merrion Investment Management Co, LLC
4.41% ↓ 2.3pp
α +16.0pts
02
Intrinsic Value Partners, LLC
1.01% held
α +13.8pts
03
Condor Capital Management
0.16% NEW
α +23.6pts
04
ACR Alpine Capital Research, LLC
0.08% held
α +26.8pts
05
Voloridge Investment Management, LLC
0.06% held
α +15.5pts
06
WINTON GROUP Ltd
0.04% held
α +27.0pts
07
Caption Management, LLC
0.04% held
α +15.5pts
08
Quarry LP
0.03% held
α +10.6pts
09
Connor, Clark & Lunn Investment Management Ltd.
0.02% held
α +12.3pts
10
Nisa Investment Advisors, LLC
0.01% held
α +16.6pts
11
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
12
Citigroup Inc.
0.00% held
α +26.3pts
13
Banque Pictet & Cie SA
0.00% held
α +10.3pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
1 transactions · 1 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $JEF in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $JEF lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $JEF — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:38 UTC.